REQUEST FOR QUALIFICATIONS

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1 FACILITIES MANAGEMENT 4202 EAST FOWLER AVENUE / OPM 100 TAMPA, FL EDITION: NOVEMBER 1, 2016 PHONE: (813) FAX: (813) REQUEST FOR QUALIFICATIONS PROJECT NAME: USF CPT REPLACE COOLING TOWER #5 USF PROJECT NO.: PD TAMPA CAMPUS PREPARED BY: FACILITIES MANAGEMENT DATE: SEPTEMBER 2017

2 REQUEST FOR QUALIFICATIONS DATE: September 2017 USF PROJECT NUMBER: PD USF PROJECT NAME: CPT Replace Cooling Tower #5 UNIVERSITY OF SOUTH FLORIDA TAMPA CAMPUS TABLE OF CONTENTS: A. PROJECT INFORMATION 1. PROJECT DESCRIPTION 2. GENERAL INFORMATION 3. RESPONSIBILITIES OF THE SELECTED TEAM 4. PROJECT SCHEDULE 5. AVAILABILITY OF FUNDS 6. SELECTION PROCESS 7. SELECTION CRITERIA B. SUBMITTAL INSTRUCTIONS C. RFQ SUBMITTAL REQUIREMENTS D. ATTACHMENTS A. PROJECT INFORMATION 1. PROJECT DESCRIPTION: Replace the 32 year old 3,300 ton wooden cooling tower (CT-5) with a new 4,600 ton Stainless Steel Cooling Tower, replace condenser pump, add a 2nd redundant condenser pump, repair and refurbish concrete basin, including new structural and piping, new tie-ins, miscellaneous demolition of multiple cooling towers, etc.. The estimated construction cost is $2,200, GENERAL INFORMATION: The University of South Florida System (USF) shall select and contract with a single contract entity, to provide design and construction services to ensure and achieve the best competitive price to meet requirements, functionality, and quality. The team shall consist of an Architect/Engineer (A/E) as the design element of the team and a Construction Manager (CM) as the construction element of the team. The Design/Build Team (Design and Construction Services Team/DCST) shall be responsible for the management of the process and project to meet the project s vision, scope, budget and schedule requirements for the project. The DCST selection and contract shall be in compliance with the Qualifications Based Design/Build selection provisions in Section , Florida Statues and BOG Regulation , including pre-construction fees, construction related service costs and a guaranteed maximum price. USF will contract with a single contract entity whose Design/Build Team shall provide all services including, but not limited to, facilities program development, professional services, specialty design services, budgeting, cost estimating, construction services, labor, materials, equipment, survey, geotechnical, testing, LEED certification, commissioning, etc. required to design, construct, and furnish the project. 3. EQUAL OPPORTUNITY EMPLOYER: As part of the USF Strategic Plan, the USF System made a commitment to foster a diverse community distinguished by a shared purpose, collaboration, open and timely communication, mutual respect, trust, and inclusiveness. USF is an equal opportunity institution, and, as such, strongly encourages the lawful use of Certified Business Enterprises (CBE) including certified Minority (MBE), Women (WBE), and Veteran (VBE) Business Enterprises in the provision of design and construction-related services by providing a fair and equal opportunity to compete for, or to participate in, design and/or construction-related services. The selected DCST will be contractually required to implement a plan for making a good faith effort to use the services or commodities of CBE s in carrying out PAGE 2 OF 9 PAGES

3 its obligations. The plan must include the following at a minimum: (1) scheduling meetings to inform CBE s of contracting and subcontracting opportunities; (2) advertising subcontracting opportunities in general circulation, trade association, or minority-focus media concerning the subcontracting opportunities; (3) providing written notice to a reasonable number of specific CBE s that their interest in the contract was being solicited in sufficient time to allow the CBE s to participate effectively; (4) breaking down contracts into economically feasible units to facilitate CBE participation, where possible; and (5) engaging the services of available minority community organizations; minority contractors groups; local, state, and federal minority business assistance offices; and other organizations that provide assistance in the recruitment and placement of CBE s. 4. RESPONSIBILITIES OF THE SELECTED TEAM: (include, but are not limited to): Responsibility for Design: The design component of the selected team will be the Architect/Engineer of Record for this project who will be solely responsible for the conformance of the construction documents with all applicable laws, codes, and regulations. Any information provided by the University is offered without warranty or representation as to its conformance with those requirements. Responsibility for Development of Facilities Program: The selected team shall have professional responsibility for the development of the facilities program and the conformance of the project with the approved facilities program. The design shall be functional, cost effective and efficient in achieving the program requirements. Services required to support certification of the Project to a minimum of LEED Silver shall be included within the Project Scope Basic Services. Responsibility for Verifying Site Information: Information regarding the site is for the purpose of assisting the team in evaluating the scope of the work. This information is provided without warranty. The Design/Build Team shall verify all information. Responsibility for Budget: The selected team shall be responsible to deliver the best competitive costs to meet the scope (quality and quantity) to meet the program requirements within the schedule. Responsibility for Sales Tax Exemption and Computer Drawings: The DCST shall implement and administer a Sales Tax Exempt Purchasing Program in accordance with the requirements of the Florida Department of Revenue and with the USF Direct Owner Purchase Orders Program (DOPO). The selected team will be required to provide computer drawings according to the standards of USF, including computer record drawings reflecting as-built conditions in compliance with USF BIM Standards (USF-BIM) and USF CAD standards (USF-CAD). Responsibility for Schedule: The University s preliminary schedule is included in this document. It is the responsibility of the selected team to meet the requirements of this schedule. Responsibility for Insurance and Bonds: Blanket professional design liability insurance will be required for this project in the amount of $250,000 and will be provided as a part of Basic Services. The respondent must be capable of bonding at 100% of the value of the contract with a surety licensed to do business in the State of Florida with a Best rating of A, Class VIII. Responsibility for Construction: The selected team shall be responsible for all cost estimating, construction services, supervision, labor, materials, quality assurance testing, commissioning (building envelope, building systems, building equipment, etc.), equipment, furnishings, signage, etc. required for the complete construction of the project and delivery to meet project requirements Responsibility for Warranty: The selected team shall be responsible for the warranty of all materials and equipment in accord with the General Conditions of the Contract for Construction for its use in connection with the construction program. The Design/Build Team shall warrant to the University that materials and equipment furnished under the Design/Build Agreement will be of good quality and new unless otherwise required or permitted, that the work will be free from defects not inherent in the quality required or permitted, and that the work will conform with the requirements of the Building Program. 5. PROJECT SCHEDULE: Preliminary Project Schedule: (starting dates) Selection Notice (advertisement) September 15, 2017 DCST Selection/Notice of Award December 5, 2017 DCST Agreement January 29, 2018 PAGE 3 OF 9 PAGES

4 Design Documents complete May 16, 2018 Construction Documents complete July 11, 2018 Construction begins September 28, 2018 Occupancy: March 18, AVAILABILITY OF FUNDS: Project development, including Design and Construction services, is contingent upon availability of funds. If additional funding is realized, the University of South Florida System (USF) has the option to incorporate additional scope/funding under this contract. 7. SELECTION PROCESS: The University shall select and contract with the most qualified team that can demonstrate their qualifications to provide services to deliver the best competitive cost in meeting the program requirements for the project while receiving the greatest level of quality and value within the established schedule for the project The selection process will consist of two (2) distinct parts: (1) evaluation of the RFQ Submittal, and (2) evaluation and personal interviews of shortlisted firms. Teams interested in being considered for this project must submit their qualifications in strict accordance with the RFQ. The committee will review the qualifications of all teams, provide a ranking, and identify a short list of a minimum of three (3) teams based upon the highest rankings. The Selection Committee may not consider submittals that do not comply with all requirements herein, or do not include the requested data. All submittals are part of the public record and no submittal material will be returned. The plans and specifications for The University of South Florida System projects are subject to reuse in accordance with the provisions of Section , Florida Statutes. OWNER S RIGHTS AND OBLIGATIONS: The Owner, shall have rights and obligations with respect to the selection process, including but not limited to: a b c d e f g h The Owner will not assume any liability for loss of or damage to submissions in transit from respondents. All materials submitted will become the property of the Owner. Submittals are part of the public record and no submittal material will be returned. The Owner retains the right to the use of the documents for purposes in the furtherance of the goals and objectives of the project. The Owner shall have the right to record all submittals and/or presentations for archival or promotional purposes. The University reserves the right to suspend or discontinue the selection process at any time and to return or reject any or all submissions of Design/Build submittals without obligation to the respondent. The award of this contract is subject to availability of funds and the USF System reserves the right to suspend, discontinue, or cancel the selection process at any time and to reject any or all submissions of Design/Build submittals without obligation to the respondent. In all questions regarding the selection procedure, interpretation shall be by the University of South Florida Department of Facilities Management - Design and Construction. All such interpretations will be binding. The Owner reserves the right to waive any informality or irregularity in any responses to the RFQ received and accept the submittal if, in its judgment, it is in the best interest of the University. Failure to file a protest within the time prescribed in Section (3), Florida Statutes or failure to post the bond or other security required by law within the time allowed shall constitute a waiver of proceedings under Chapter 120, Florida Statutes. DESIGN AND CONSTRUCTION SERVICES TEAM SELECTION & CERTIFICATION COMMITTEE: The University will designate a Selection Committee that will serve throughout the selection process. The committee will be responsible for receiving and reviewing respondents qualifications and submittals, conducting interviews with short listed respondents, and for making recommendations for selection to the Vice President of Administrative Services and the Vice President for Business & Finance of the University of South Florida System. a. Toufic Moumne, Director of Operations & Allocations, Facilities Management b. Hari Patel, Assistant Director of Utilities, Operations & Allocations, Facilities Management c. Chris Fleischer, Assistant Director of Utilities, Operations & Allocations, Facilities Management PAGE 4 OF 9 PAGES

5 d. Don Crosby, Professional Engineer, Design & Construction, Facilities Management (Non-voting member) SELECTION SCHEDULE: The anticipated schedule for selection, award, and negotiation is as follows: Pre-Submittal Meeting September 28, 2017 Deadline for submitting Questions or Clarifications October 9, 2017 Submittals Due: (by 2:00 PM EST) October 12, 2017 Shortlist Meeting October 27, 2017 Pre-Interview Meeting November 8, 2017 Interviews: November 21, 2017 Selection Recommendation for Approval: December 5, 2017 Contract Negotiation: December 12, 2017 Notice to Proceed: January 29, 2018 Target Date for Project Completion April 26, 2019 PRE-SUBMITTAL MEETING: Interested teams are invited and encouraged to attend a Pre-Submittal meeting at the University of South Florida on Thursday, September 28, 2017 at 8:30AM Eastern Time, in the FPC 109 Conference Room, Tampa Campus, 3802 USF Holly Drive, Tampa, Florida to review the scope and requirements of this project. (Those unfamiliar with the campus may find directions and parking information at the Campus Information Center at the Fowler Avenue entrance, and/or may consult a campus map website at: and parking information at COMMUNICATIONS: Participants must follow the instructions for communicating with the University as outlined in the Request for Qualifications. It shall be noted that no communication shall take place between the applicants and the Selection Committee members, employees of USF, or its Owner Representatives, except as provided at the Pre- Submittal Meeting, the Pre-Interview Meeting, and the request for the RFQ, DCSQS, and written clarifications and questions from the applicant. Requests for meetings by individual teams will not be granted. Members of the Selection Committee or other USF personnel will not meet with or discuss the project with prospective applicants. Failure to comply with this provision may result in disqualification of the applicant. CLARIFICATIONS or questions regarding the selection process or the project are requested to be submitted in writing ( to prior to the Pre-Submittal meeting. Response to these questions will be furnished at the Pre-Submittal meeting, if possible. Every effort should be made to generate questions prior to this meeting. All other questions or clarifications after the Pre-Submittal meeting shall likewise be submitted to the University in writing ( to no later than October 9, 2017 at 5:00PM Eastern Time. An effort will be made to respond to applicants questions. EVALUATION: The Selection Committee will evaluate each Design/Build Team s response to the RFQ in accordance with evaluation criteria, which will result in the ranking of all firms, with a minimum of the top three (3) being selected to interview. Evaluation criteria shall include: Team Qualifications Team Experience Ability to Provide Service NOTIFICATION: All applicants will be notified of the results of the shortlisting in writing via fax and certified mail addressed to the applicant (contract entity) as noted in the contact information provided to us within the DCSQS. Finalists will be informed of the interview date, time, and location, and will be provided with additional project information when available. PRE-INTERVIEW & INTERVIEW: After the review of the RFQ submittals and shortlisting, each shortlisted team will have the opportunity to be interviewed by the Selection Committee. Each of the short listed teams will receive project information, evaluation criteria (understanding of the project, approach and method, and ability to provide service) and will attend a Pre-Interview meeting where they will be given the opportunity to ask questions. Please note that a site visit shall be scheduled to occur directly after the Pre-Interview meeting. Each respondent will receive a second ranking based on the interview and reference check. Final rankings and recommendations will be based on the interview and reference check only. Finalists will be provided with a copy of any additional documentation, if available, pertaining to the project, including the standard USF Owner-Design and Construction Services Team Agreement, preliminary baseline Facilities Program, information prepared by USF and/or past consultants for USF that is relative to the Project PAGE 5 OF 9 PAGES

6 to assist in the understanding of previous work products for the Project. Finalists shall be requested to provide Selection Committee with copies of a written summary of their presentation at the conclusion of the interview. The Selection Committee will make a recommendation to the Vice President for Administrative Services and the Vice President for Business & Finance of the University of South Florida System to approve the selection committee ranking of the qualifications of the firms interviewed and to proceed with negotiations. All finalists will be notified in writing of the Vice President for Business & Finance s action. Upon approval of the Vice President for Business & Finance, negotiations will be conducted in accordance with Section , Florida Statutes. NEGOTIATIONS: It is the USF System responsibility to negotiate a fair, competitive, and reasonable compensation per Section , Florida Statues. A fair, competitive and reasonable compensation shall be evaluated based upon the following information: (1). compensation on similar projects; (2). other compensation reference data; and (3). after approval of the ranking, proposals requested from the shortlisted firms based upon a scope of services document to be provided at the time of negotiations. If negotiations are unsuccessful with the first ranked firm, negotiations will be terminated with them and negotiations will begin with the second ranked firm and so on. 8. SELECTION CRITERIA: GENERAL CRITERIA: USF is seeking to hire a Design & Construction Services Team (DCST) with extensive experience and success in meeting the Owner s requirements for the design and construction of large water cooled chiller plant and cooling towers and knowledge of and experience with the local construction market and sub-trade conditions for the project location. The Design and Construction services are to be provided for this project under the contract with the selected Applicant and the University of South Florida System, Board of Trustees. All teams must be properly registered to practice its profession and licensed to practice as general contractors in the State of Florida, at the time of the application. If the applicant (contract entity) is a corporation, or a joint venture that provides Design/Build services, it must be registered by the Department of State, Division of Corporations, to do business in the State of Florida at the time of the application. If the applicant (contract entity) is a corporation that provides design and construction (design/build) services (in-house), acknowledgement is to be provided as noted in the DCSQS, Item 9. If the applicant (contract entity) has consultant(s) to perform the design or construction services, acknowledgement that the applicant and consultant(s) have agreement(s) at the time of application to formally contract for consulting services is to be provided as noted in the DCSQS, Item 9. If the applicant (contract entity) is a joint venture, acknowledgment, and a statement are to be provided in the DCSQS, Item 9. As required by Section , Florida Statutes, a consultant and/or a construction management firm may not submit a proposal for this project if it is on the Convicted Vendor List for a public entity crime within the past 36 months. The selected consultant and/or construction management firm must warrant that it will neither utilize the services of, nor contract with, any supplier, subcontractor, or consultant in excess of $25, in connection with this project for a period of 36 months from the date of placement on the Convicted Vendor List. SHORTLIST CRITERIA: Selection of finalists for interviews will be based on evaluations of each applicant s Team Qualifications, Team Experience, and Ability to Provide Service. Such evaluation criteria shall include the applicant s experience (particularly with the design and construction of large water cooled chiller plant and cooling towers) in engineering and any specialty consultant services, applicant s personnel, applicant s ability to provide service, (record-keeping/administrative ability, recording of as-built conditions, critical path scheduling expertise, conceptual cost estimating and cost control ability, quality control capability, process and plan to utilize CBE s, etc.) and the applicant s license, bondability and insurability. All interested teams shall submit and demonstrate a level of experience similar in both technical complexity and plant capacity consistent with the stated project scope and as itemized below: Water cooled condenser/cooling tower experience on 4,000 ton capacity systems and higher. Centrifugal water cooled chiller experience on 2,000 ton capacity systems and higher. Design or integration of chiller plant design of 5,000 ton - 6,000 ton capacity systems and or more. Experience in making selections and producing specification for stainless steel cooling towers. Experienced and having strong working knowledge of large capacity Variable/Primary chilled water plants. PAGE 6 OF 9 PAGES

7 Experienced and having strong working knowledge of cooling tower controls and ability to integrate the new cooling tower controls with the existing CPT control system. INTERVIEW CRITERIA: Each of the shortlisted firms will be evaluated on the respective Team s Understanding of the Program and Project Requirements, Approach and Method, and Ability to Provide Service. Such evaluation criteria shall include responses to specific questions and criteria related to this project. Such specific questions and criteria will be provided to each team in the notice announcing the selected finalists for interview. The evaluation criteria may include the following questions in each of the following three categories: Understanding of the Program and Project Requirements: Criteria may include current trends and advancements in the design of this project type; construction methods, systems and materials; estimated construction cost; and local construction market. Approach and Method: Criteria may include key personnel and their roles; methods to achieve design and construction objectives; project phasing; and managing subcontractor performance. Ability to Provide Service: Criteria may include provisions to meet required timetables and benchmarks; coordination with USF departments and other agencies; contingency plans to recover schedule; processes and plans to encourage and utilize CBE s, and participation levels to be achieved; and provisions for other special or unique requirements of the project. B. RFQ SUBMITTAL INSTRUCTIONS: Teams desiring to apply for consideration shall submit a Request for Qualifications submittal including a letter of interest, a completed Design and Construction Services Qualification Supplement form (DCSQS), dated September 2017 with attachments, and additional information required within the submittal limits, and sections and order as described in the Request for Qualifications dated September Applications submitted in any other format may not be considered. The Request for Qualifications and the Design and Construction Services Qualifications Instructions and Supplement form includes project information and selection criteria and may be obtained by contacting Terry Mead, at Facilities Management - Design & Construction, University of South Florida, 4202 East Fowler Avenue OPM 100, Tampa, Florida , via e- mail at by phone at (813) , or fax at (813) Completed and signed Design & Construction Services Team Supplement (DCSQS) Form. DCSQS shall be completed per instructions provided in the Design & Construction Services Team Supplement (DCSQS) Instructions, Request for Qualifications (RFQ), and the Notice for Design/Build Services advertisement on the Florida Administrative Register (FAR), September 15, The entire submittal must be limited to 80 single-sided 8 ½ x 11 pages (or 40 pages front and back), including the DCSQS form, the letter of interest, submittal requirements as listed below in the following sections and any additional information, but excluding cover sheets, divider sheets (as long as such sheets do not include any promotional material, such as proposal language, pictures of past projects, etc.) and Joint Venture Agreements. Number each page that contains information consecutively. Any pages beyond 80 pages will not be considered. The submittals shall have no hard covers, no laminated sheets, and no plastic dividers. Card stock cover sheets and section divider sheets are acceptable. The submittals are to be bound with plastic comb or spiral type binding. Please type. One (1) original and five (4) spiral-bound copies of the required submittal shall be delivered and submitted to the attention of the Project Manager: Don Crosby, Facilities Management - Design and Construction, University of South Florida, 4202 East Fowler Avenue, OPM 100, Tampa, Florida , by 2:00 PM. (Eastern Time), Thursday, October 12, Facsimile (FAX) or electronic submittals are not acceptable and will not be considered. (Directions and parking information can be obtained at the Campus Information Center at the Fowler Avenue entrance, at the campus map website: and at the parking information website: The Selection Committee reserves the right to waive any irregularities and may reject all submittals and stop the selection process at any time. PAGE 7 OF 9 PAGES

8 Submit to: Don Crosby, Project Manager University of South Florida Facilities Management - Design & Construction 4202 East Fowler Avenue, OPM 100 Tampa, Florida C. RFQ SUBMITTAL REQUIREMENTS: Please provide all information in the SECTIONS and order as identified below in your submittal: SECTION 1: LETTER OF INTEREST: Teams shall submit a letter of interest. SECTION 2: DESIGN AND CONSTRUCTION QUALIFICATIONS SUPPLEMENT FORM (DCSQS) Dated September 2017 (see attached instructions and supplement form). Team shall submit a completed DCSQS Supplement Form with attachments as required. SECTION 3: TEAM QUALIFICATIONS (30 points) Name all key personnel and consultants, which will be part of the Team for this project. Describe in detail the experience and expertise of each Team member. (Note: Key personnel and consultants must be committed to this project for its duration, unless replacements are approved by the University. This requirement is non-negotiable.) Provide an organization chart that identifies the role and phases of involvement for key personnel that will provide services for this project including consultants. Provide a resume that provides experience, ability and qualifications for key personnel and consultants that will provide services for this project. SECTION 4: TEAM EXPERIENCE (30 points) (ANSWER THE FOLLOWING QUESTIONS FOR A MAXIMUM OF 10 PROJECTS THAT THE PROPOSED DESIGN/BUILD TEAM HAS DONE TOGETHER. IF THE PROPOSED TEAM HAS NOT DONE 10 PROJECTS TOGETHER OR HAS NOT DONE BUSINESS TOGETHER, ANSWER THE QUESTION FOR EACH TEAM MEMBER, BUT DO NOT EXCEED THE MAXIMUM OF 10 PROJECTS TOTAL IN COMBINATION FOR THIS SUBMITTAL.) Provide information on a maximum combination of 10 projects for which your team has provided (is providing) Design/Build services which are most related to this project. In determining which projects are most related, consider: related size and complexity; how many members of the proposed team worked on the listed project; and, how recently the project was completed. List the projects in priority order, with the most related project listed first. If this Team has not worked together previously, provide the same information for each team member, however, do not list more than 10 projects total in this submittal. For each of the projects, provide the following information: construction cost (original budget, original negotiated construction cost and final construction cost), current phase of development, estimated (or actual construction) completion date, and photographs/images as applicable. Owner's contact person and telephone number. Was the project completed within the owner s original established schedule? How was best competitive cost achieved while providing quality and program scope within the Owner s time frame for completion? Has the Design/Build Team worked with similar scope projects? Provide a matrix for the Design/Build Team (rectangular arrangement of rows and columns) showing no more than 10 projects (in response to information requested in Section 4 of the Submittal Requirements of the RFQ Team Experience) in columns at the top of the matrix and the key personnel and consultants (in response to information requested in Section 3 of the Submittal Requirements of the RFQ Team Qualifications ), in rows at the left side of the matrix to create a matrix, using an X to indicate which projects the key personnel and consultants were involved in at the intersections of the rows and columns in the matrix. Key personnel and consultants listed in rows on the left side of the matrix should be grouped by the Design Component personnel (and their respective roles), followed by the Construction Component personnel (and their respective roles). PAGE 8 OF 9 PAGES

9 SECTION 5: ABILITY TO PROVIDE SERVICE (40 points) D. ATTACHMENTS Provide a brief summary, in an outline bullet format, that describes how the team is going to provide the: (1) Leadership; (2) Management; and (3) Administration required to be successful in the development of the project. Provide a brief summary, in an outline bullet format, that describes your competitive cost control methods for the (1) Design Phase; and (2) the Construction Phase of project development, for a representative project listed in response to information requested in Section 4 of the Submittal Requirements of the RFQ Team Experience. Provide a brief summary, in an outline bullet format, that describes the way your team maintains quality control during the: (1) Design/Pre-Construction Phase; and the (2) Construction Phase of project development. Provide a brief summary, in an outline bullet format, that describes your schedule control methods for the: (1) Design Phase; and (2) the Construction Phase of project development for a representative project listed in response to information requested in Section 4 of the Submittal Requirements of the RFQ Team Experience. Design & Construction Services Team Supplement (DCSQS) Instruction. Design & Construction Services Team Supplement (DCSQS) Form. Notice for Design/Build Services advertisement on the Florida Administrative Register (FAR), dated September 15, File: DBS Exhibit 1 (DCST Fact Sheet).docx PAGE 9 OF 9 PAGES

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